Client Operations Engagement Manager

The Oneil Search Group; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

The Oneil Search Group is seeking a Client Operations Engagement Manager to serve as the central coordinator for designated client accounts within a leading law firm in New York. Reporting to the Client Relationship Partner, you will align partners, practice groups, and business services (Finance, Marketing, IT, Knowledge) to ensure seamless delivery of client work.

This role suits a practicing or former attorney transitioning to client-facing operations, leveraging legal insight to drive

Qualifications

• Experience coordinating across multiple teams within a professional services environment.
• Understanding of legal services delivery and client expectations is a plus.
• Ability to translate client needs into actionable workflows across partners and staff.

Responsibilities

• Serve as the primary coordinator for designated client accounts and support the Client Relationship Partner.
• Coordinate across attorneys and business services teams to ensure efficient client work delivery.
• Maintain visibility into active matters and support real-time reporting and data sharing.
• Assist in ensuring timely and accurate billing and compliance with outside counsel guidelines.
• Identify workflow improvements and support implementation of tools/AI-enabled solutions.
• Support client development initiatives alongside Marketing/BD and provide client reporting materials.

Skills

Client coordination

Project coordination

Billing & compliance

Cross-functional collaboration

Process improvement

Tools

CRM systems

Billing software

Data reporting tools

Job description

Position Summary

The Client Operations Engagement Manager serves as the central coordinator for key client accounts, working closely with the Client Relationship and Supervising Partners to ensure seamless execution and delivery of legal services. Reporting to the primary Client Relationship Partner, this role is responsible for coordinating activities across partners, practice groups, and business services teams (including Finance, Marketing/Business Development, IT, and Innovation and Knowledge) to support the efficient and coordinated delivery of client work. The position is well-suited for a practicing or former attorney interested in transitioning into a client-facing operations role, leveraging their understanding of legal matters, client expectations, and law firm dynamics to drive consistency, responsiveness, and high-quality service delivery.

Duties & Responsibilities

Client Account Coordination

• Serve as the primary point of coordination for designated client accounts, supporting the Client Relationship Partner in delivering responsive and consistent client service
• Develop working relationships with client stakeholders to understand expectations and facilitate communication across teams
• Coordinate responses to client requests, ensuring timely and accurate follow-through
• Monitor client activity and proactively flag service issues or risks to the Client Relationship Partner

Cross-Functional Execution

• Work closely with the Client Relationship Partner to coordinate client account activities and ensure alignment across stakeholders
• Coordinate across attorneys and business services teams (e.g., Finance, Marketing/Business Development, IT, Innovation and Knowledge) to support the efficient delivery of client work
• Ensure alignment across multiple practice groups involved in the same client account
• Facilitate the flow of information across teams to support ongoing matters and client needs

Matter & Information Management

• Maintain visibility into active matters and support real-time reporting and information sharing across client teams
• Ensure accurate and timely entry and maintenance of client and matter data, including client interactions, in CRM and other systems
• Coordinate the collection and organization of matter-related information for internal and client-facing use
• Track and maintain client account activity and interactions to support visibility, reporting, and relationship management

Billing & Compliance Support

• Support compliance with client outside counsel guidelines by coordinating with attorneys and finance teams
• Assist in ensuring timely and accurate billing, including tracking inventory and supporting collections follow-up
• Help monitor matter budgets and elevate variances or issues as appropriate

Process & Operational Support

• Identify areas to improve coordination, communication, and workflow efficiency across client teams
• Support implementation of tools and technologies, including Innovation/AI-enabled solutions, and knowledge, that enhance service delivery
• Assist in preparing client-facing materials, including reports, presentations, and updates
• Identify opportunities to improve coordination, communication, and workflow efficiency across client teams, including through the use of data and client feedback
• Analyze client feedback and available data to identify trends and recommend improvements to service delivery and client experience

Business Development Support

• Collaborate closely with Marketing/Business Development to support execution of client development initiatives, with Marketing/Business Development retaining primary responsibility for strategy, positioning, and pitch leadership
• Coordinate, in partnership with Marketing/Business Development, the inputs and logistics required for pitches, proposals, and client reporting across partners and internal teams
• Support Marketing/Business Development in tracking client activity and follow-through on key initiatives